Sales Development Representative (Wealthtech)

TL;DR

Sales Development Representative (Wealthtech): Generating and qualifying sales leads for a modern CRM software targeting financial advisors with an accent on high-volume outbound prospecting and pipeline development. Focus on building strong communication with prospects, scheduling demos, and collaborating with account executives to drive sales growth.

Location: Remote (USA, EST Preferred)

Company

hirify.global provides modern CRM software for financial advisors to manage client relationships and workflows efficiently.

What you will do

• Conduct high volume outbound prospecting (80+ calls per day) to qualify prospects
• Collaborate with account executives to develop and implement prospecting strategies
• Qualify and convert leads into sales opportunities
• Identify and suggest product and support improvements
• Exceed quotas for pipeline generation and meetings scheduled

Requirements

• Location: Must be based in the USA, preferably EST timezone
• Interest in software sales within the WealthTech space
• Experience using CRM technology to manage prospects
• Strong communication skills via email and telephone
• Positive, energetic personality with excellent listening and writing skills

Culture & Benefits

• Competitive compensation with base salary plus commission
• Comprehensive health plan coverage
• 401k retirement plan
• Paid time off
• Fully remote work with no travel required